It has been a very long time since India got a single major party win. With congress coming in power after many years Indian Inc has lot of hope. The same came with shocking zoom of stock markets, which has upscale more than 2000+ points ( making it worlds biggest rise ever.)
It seems with this reforms in PSU-disinvestment, Infrastructure, Banks , Rural, Telecom & Aviation sectors are more likely in. Already 8% GDP is been as initial target. Already Investment houses have started to target of 16000-17000 Sensex.
India with fastest growing middle class is big consumption story in itself, with the current regime in place it poised to grow in multiple folds.
keep checking - as best is yet to come 
If you are looking for professional advise for Indian stock market (click)